You can access information on patient orders and patient treatments using the Whiteboard Patient Orders Report and the Whiteboard Patient Treatment Report.
Whiteboard Patient Orders Report
The Patient Orders Report can be used to reference general information about treatment orders entered for patients that have been admitted as Inpatients within Cornerstone.
Using the range criteria available for the report, you can generate a list of patient orders based on:
• Selected date or date ranges
• Patient ID
• Attending (supervising) doctor ID
• Current doctor ID
• Changed staff ID (if the original orders have been changed, lists the staff who changed the orders)
Note: The Patient Orders Report does not include treatment status (Completed, Scheduled, Did Not Perform). To see the treatment status, generate a Patient Treatment Report.
To generate a Patient Orders Report:
1. On the Reports menu, select Find a Report. The Report Search window appears.
2. In the Reports list, click the plus sign to the left of Patient, and then select Whiteboard Patient Orders Report.
3. Click the Create report button. The Whiteboard Patient Orders Report dialog box appears.
Chapter 10: Using the Electronic Whiteboard
4. In the Range area, enter any desired criteria to view select information on the report. If you do not enter criteria, the report will use the default range, which includes all patient orders for the current date.
5. Do one of the following:
• Click Preview to view the report in the Reports Preview window.
• Click Print to set print options and print the report.
• Click Save As to specify a file name and type for saving the data to a file.
Whiteboard Patient Treatment Report
The Patient Treatment report lists scheduled and overdue treatments for selected patients. This report includes blank fields for quantity, time, notes and staff initials. These fields can be filled in as staff provides treatments for patients. Later, using these lists as a reference, the treatments can be completed on the Whiteboard.
There are several ways to access the Patient Treatment Report.
To access the report from the Whiteboard (main grid) window:
In the Patients column on the left, right-click in a patient’s information block and select either View/Print Selected Day or View/Print Prior 24 Hours, depending on the time period you want to view.
To access the report from the Patient Treatments window:
Right-click anywhere within the Treatments grid and select either View/Print Selected Day or View/Print Prior 24 Hours, depending on the time period you want to view.
To access the report from the Cornerstone menu bar:
1. On the Reports menu, select Find a Report. The Report Search window appears.
2. In the Reports list, click the plus sign to the left of Patient, and then select Whiteboard Patient Treatments Report.
Chapter 10: Using the Electronic Whiteboard
To generate a Whiteboard Patient Treatment Report:
1. Use one of the methods above to access the Patient Treatments report. The Whiteboard Reports criteria window appears for the appropriate date range and patient, if applicable.
Whiteboard Reports window
2. In the Sort drop-down list, select a sort order to indicate how to arrange the information on the report.
3. If you are generating the report for more than one patient and you want to print the treatment orders on separate pages for each patient, select the Page break on patient check box.
4. Depending on how you accessed the report, the Begin Patient ID and End Patient ID fields may already contain the ID of your selected patient. If desired, you can use these fields to specify a range of patients (press F2 in these fields to search for and select a patient from the Patient List), or you can leave these fields blank to print the report for all patients on the Whiteboard.
5. If necessary, use the Begin Date and End Date fields to narrow the report to a specific date or date range.
6. If necessary, use the Begin time and End time fields to narrow the report to a specific time frame.
7. Within the following lists, select the desired criteria to narrow the information included in the report (press and hold CTRL to select random options; press and hold SHIFT to select a group of consecutive options):
• Treatment Status – Used to narrow the report to a specific status of patient treatments.
• Patient Status – Used to narrow the report to patients assigned a selected hospital status.
• Current Doctor – Used to narrow the report to a specific doctor listed as the current care doctor within the patient orders.
• Ward Location – Used to narrow the report to a ward or location within the practice where a patient may be assigned.
• Area – Used to narrow the report to a specific area where treatments are processed.
Chapter 10: Using the Electronic Whiteboard
• Staff Classification – Used to narrow the report to a specific type of staff.
• Category – Used to narrow the report to a specific type of orders.
8. Click Preview. The report will display patient treatments based on the criteria entered within the Whiteboard Reports criteria window.
9. Do one of the following:
• Click the Print button to print the report to a selected printer.
• Click the Save button to save the data from the report to a file.
• Click Cancel to exit the report and return to the Whiteboard Reports criteria window.
10. On the Whiteboard Reports criteria window, click Close to exit and return to the previous window.
Chapter 11: Creating Estimates
Overview
Often a client (or potential client) contacts your practice for information on the estimated cost of a procedure before bringing a pet in. Using the Cornerstone* Estimate features, you can estimate the cost to the client.
Using the Estimate features in Cornerstone, you can:
• Place any invoice item (service, inventory, miscellaneous or group) on an estimate
• Estimate prices for your current costs (low price) and anticipate cost increases (through the high price)
• Apply transaction taxes and transaction discounts for each item
• Optionally have clients electronically sign the estimate using a signature capture device or tablet PC
• Specify how long Cornerstone stores unsigned estimates
• Transfer invoice items from a finalized estimate to the Patient Visit List (PVL), where the items are held until transferred to an invoice
Note: Because the estimate information is saved in the Patient Visit List (for the specific patient), you cannot create one estimate for multiple patients.
Before You Begin
• Set up Billing Messages (Controls > Billing Messages).
• Set up Estimate Messages (Controls > Estimate Messages).
• Set up Price Change Reasons (Controls > Price Change Reasons) and specify an Allow change setting for each invoice item on the Invoice Item Information window’s Info tab.
• Set Estimate, Estimate Address and Messages defaults in Practice and Workstation Defaults (Controls > Defaults > Practice and Workstation).
• (Optional) Specify if you want pet pictures to print on estimates in Workstation defaults (Controls >
Defaults > Practice and Workstation > select Workstation from the menu on the left).
• (Optional) Enter an Estimate markup for invoice items in the Info tab in Invoice Item Information (Lists > Invoice Item).
• (Optional) Assign the printer where you want estimates to print (File > Printer Assignment >
General Reports).